Institutional Ownership Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE). We have compiled data on the 2,172 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
5,840
shares
|
$531,440
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
5,835
shares
|
$530,985
0.05% of portfolio
|
Q4 2024
Reduced 92.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,812
shares
|
$528,892
0.03% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,810
shares
|
$528,710
0.02% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,794
shares
|
$527,254
0.02% of portfolio
|
Q3 2023
Added 118.07%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
5,786
shares
|
$526,526
0.08% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,786
shares
|
$526,526
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
5,785
shares
|
$526,435
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
5,777
shares
|
$525,707
0.15% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
5,775
shares
|
$525,525
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,770
shares
|
$525,070
0.13% of portfolio
|
Q4 2024
Added 23.29%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,769
shares
|
$524,979
0.37% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,765
shares
|
$524,615
0.1% of portfolio
|
Q4 2024
Added 48.01%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,758
shares
|
$523,978
0.15% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
5,758
shares
|
$523,978
0.0% of portfolio
|
Q4 2024
Reduced 99.72%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,751
shares
|
$523,341
0.01% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
5,749
shares
|
$523,159
0.17% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,720
shares
|
$520,520
0.14% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
5,690
shares
|
$517,790
0.09% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
5,683
shares
|
$517,153
0.11% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
5,664
shares
|
$515,424
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
5,650
shares
|
$514,150
0.49% of portfolio
|
Q2 2024
Reduced 98.9%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
5,645
shares
|
$513,695
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,644
shares
|
$513,604
0.03% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
5,625
shares
|
$511,875
0.22% of portfolio
|
Q4 2024
Added 36.93%
|